Jacquelyn Mays
People-First HR & Admin Professional | Building Teams | Supporting Culture
- Role
- Licensed Insurance Agent at Allstate
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Jacquelyn Mays
People-focused HR and Administrative professional with 5+ years of experience supporting…
Experience
Licensed Insurance Agent
Aug 2024 — Present · Boise, ID, US
Managed lead tracking, client onboarding, and internal coordination processes in a high-volume sales environment.•Conducted risk assessments and policy reviews to streamline coverage solutions for clients, while ensuring timely follow-ups and workflow consistency.•Tracked leads, client communications, and sales processes using Google Sheets, eAgent CRM, and RingCentral, improving pipeline visibility and task management.•Collaborated with internal teams and external partners (real estate agents, mortgage brokers) to streamline referral workflows and expand outreach.•Managed client onboarding from initial contact through policy selection, ensuring a smooth customer journey and consistent process adherence.•Identified process improvements to support client retention and upselling opportunities.•Maintained detailed documentation of tasks and client progress, supporting team visibility and workflow optimization.
Education
Mountain Empire High School
High School Diploma
2002 — 2006
Spark Point Boot camp
Certification
2022 — 2022
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